David Lawant (@dlawant) 's Twitter Profile
David Lawant

@dlawant

Head of research @falconxnetwork | Prev: @BitwiseInvest, @jpmorgan, @StanfordGSB Student of markets by day. Enjoyer of jazz, stakes, and great books by night.

ID: 923090058118234112

calendar_today25-10-2017 07:33:14

11,11K Tweet

9,9K Followers

3,3K Following

Eli Ben-Sasson (@elibensasson) 's Twitter Profile Photo

Bitcoin went through changes over the years. OP_CAT was part of Bitcoin back in the day. Then it was removed during some changes Bitcoin went through. Here is what OP_CAT does: it joins together two strings of characters, like "copy-paste". If you add it Bitcoin, you allow

Pierre Rochard (@bitcoinpierre) 's Twitter Profile Photo

Even if 99% of BTC are held in long term cold storage, 1% can be in channels and circulate on Lightning to facilitate all global payments. Bitcoin will be both a store of value and payments utility.

David Lawant (@dlawant) 's Twitter Profile Photo

ETH spot volumes on a 30-day moving average basis are closing in on BTC’s. This rarely happens. Last time was in early 2022.

ETH spot volumes on a 30-day moving average basis are closing in on BTC’s.

This rarely happens. Last time was in early 2022.
David Lawant (@dlawant) 's Twitter Profile Photo

BTC on the balance sheet looks odd today probably as much as going heavy into BTC did in 2011-13. Many early holders did not manage to ride the cycle, but the ones who stayed the course changed their lives. Corporate treasuries that seem strange now could be tomorrow’s

David Lawant (@dlawant) 's Twitter Profile Photo

I’ve been saying it: before more alt ETFs arrive, the SEC would likely first allow in-kind creations/redemptions and clarify staking rules. Looks like we’re finally getting there. Crypto ETF issuers might be in for a very busy rest of the year!

David Lawant (@dlawant) 's Twitter Profile Photo

While U.S. crypto regulatory policy has been overwhelmingly positive in 2025, the biggest surprises imo came from the agencies: in-kind ETF redemptions, staking clarity, financial privacy protections, DeFi regulatory sandboxes, domestic perps, and spot crypto trading on futures

David Lawant (@dlawant) 's Twitter Profile Photo

Will retail dino frenzy continue as institutions come back from summer vacation over the next few weeks? The five best-performing assets over the past 30 days with a market cap above $1 billion include XLM, HBAR, XRP, and ADA. ETH is the exception that's also performing well.

Will retail dino frenzy continue as institutions come back from summer vacation over the next few weeks? 

The five best-performing assets over the past 30 days with a market cap above $1 billion include XLM, HBAR, XRP, and ADA. 

ETH is the exception that's also performing well.
David Lawant (@dlawant) 's Twitter Profile Photo

BTC + ETH + SOL futures OI just surpassing $100 billion is quite a remarkable milestone imo. Also, not surprising (in retrospect) to see some price consolidation after such a sharp OI increase over the past few months.

BTC + ETH + SOL futures OI just surpassing $100 billion is quite a remarkable milestone imo. 

Also, not surprising (in retrospect) to see some price consolidation after such a sharp OI increase over the past few months.
Jake Chervinsky (@jchervinsky) 's Twitter Profile Photo

Roman Storm was convicted for conspiracy to operate an unlicensed money transmitting business under Section 1960. The jury was deadlocked on money laundering and sanctions. DOJ will decide in the coming days if it wants to retry those charges in a new trial. A sad day for DeFi.

Bitcoin Magazine (@bitcoinmagazine) 's Twitter Profile Photo

🇺🇸 Vice President JD Vance says "I am an owner of Bitcoin...it's a way of transacting and storing value in a modern, digital age."

Cody Carbone (@codycarbonedc) 's Twitter Profile Photo

DeFi will never flourish in the U.S. with rulings like this that punish software development. We have so much work left to do.

David Lawant (@dlawant) 's Twitter Profile Photo

This might take a bit of time to kick in, but will eventually be bigger than most people think! Americans hold something like $9 trillion in retirement assets, with about 75% in equities and an average balance of ~$140k.

David Lawant (@dlawant) 's Twitter Profile Photo

Bitcoin ETFs AUM went from negligible to $150 billion AUM in just a little over 18 months. Love to see it. When $1 trillion?

Bitcoin ETFs AUM went from negligible to $150 billion AUM in just a little over 18 months. 

Love to see it. When $1 trillion?